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Due to continued success our client, a well-established and fully independent market leader within the financial services industry is actively seeking an experienced, results driven and ambitious Independent Financial Advisor to complement their growing team on a permanent basis.
Joining a team of over 150 professionally qualified Independent Financial Advisors, key responsibilities will include;
• Provide holistic financial planning to prospective and existing clients, providing professional financial advice to meet customer’s needs and objectives in line with the company’s defined business standards.
• Act in a compliant manner, providing…
North West England
£28000 - £32000/annum
You will be joining an Outstanding Independent Fostering Agency where you will benefit from a very supportive team made up of like-minded people who have a passion for fostering and helping others. You will benefit from working with and being trained by very experienced fostering supervising social…
My client is a leading, long established, Financial Services firm with several offices across Somerset and Devon. With a passion for providing a personal service to their clients, they are experiencing year on year growth and are expanding their business.
We are seeking an experienced Independent Financial Advisor to be based from their Taunton office. Depending on your circumstances, this could be on either an employed or self-employed basis.
Our client is innovative and well respected and offer a whole range of products from the whole of the UK market place. There is a continual influx of new leads which require expert advice…
A Chartered Financial Planning firm are looking for an Independent Financial Advisor to manage a portfolio of clients from small business owners to high net worth clients, to advise them on a holistic basis across all areas of pensions, investments, protections and tax mitigation.
The successful candidate will be expected to develop strong relationships with the accountancy partners in order that new clients can be brought on board and develop new business. They will deliver a high quality, technically competent and compliant service to clients and service existing business in a timely and professional manner.
The position is supported…
We are pleased to be working with a well established firm of IFA's who require an exceptional, top performing, Independent Financial Advisor to provide independent, expert advice to UHNW, HNW and Corporate clients regarding Financial Planning, Retirement & Estate Planning, Investments and Corporate Pensions.
The candidate should be Diploma 4 Qualified and used to dealing with a range of clients including HNW, UHNW and corporate clients.
The qualities we are looking for in a candidate are the drive, desire and determination to succeed, honesty, integrity and above all outstanding communication skills.
If you are hardworking, have the right…
Our client is well respected and established. They specialise in mortgages, protection, equity release and wealth management. Due to organic growth they now require a new experienced Financial Advisor to join the team.
You will have a demonstrable track record in financial services with an existing client bank and can work effectively independently and as part of a team.
The position requires you to be level 4 diploma qualified and have a commitment to self-employed status.
You will be based in their busy office in Chesterfield and will be provided with full back office professional compliance and systems support.
To find out more apply…
Independent Financial Advisor
A leading Financial Advice Firm based in a beautiful rural town overlooking Pendle Hill. The business comes highly recommended with 90% repeat and referral clients. Offering integrated financial planning they provide a long-term commitment to improving client’s wealth. This company has an excellent reputation of building client portfolios & establishing financial security.
This position will suit an ambitious, confident Independent Financial Advisor in the Ribble Valley, looking for a position with unlimited earning potential dependent on skill and ability. The existing team offer a very supportive…
Company Fusion Limited are working with a leading Financial Advice Firm, offering business insurance, risk management, personal insurance and independent financial advice. We currently have an exciting opportunity for an Independent Financial Advisor to join their busy team in Leeds.
Independent Financial Advisor - Main Duties and Responsibilities:
- Generate new business, both from leads provided by the company and from self-generated leads.
- Service and retain existing clients as allocated to you by senior management.
- Provide all clients, existing and new, with first-class financial advice, through effective…
Job Title: Independent Financial Advisor
Locations: Nationwide with principal hotspots in:
* Exeter / Taunton
* Guildford / Gatwick / Heathrow
* Reading / Basingstoke / Guildford
* South Coast
* Manchester / Chester / Bury
* M62 Corridor
All of the above hotspots have clients available for servicing
Salary / OTE: Average Advisor OTE £70,000 and many earning in 6 figures
Competitive commission rates
* Our client company is a leading IFA and Discretionary Wealth Management firm, established in 1990 and is a public quoted company.
* Currently, they have 140…
Our client is a successful and independent IFA based in East Sussex. Currently there are 7 diploma qualified Advisors who cover the South East area, but the opportunities are such that they’re recruiting 3 furthers Advisors during 2015 to share in their success. They cover the entire financial services market, both commercial and personal, and research the broader financial services market to identify and provide the best options for each customer. Repeat business levels are high as they have a high service ethic, and all Advisors receive office and administration support so their time is available to meet customers, review their needs…More
Our client pride themselves on passion and drive to deliver excellent Investment advice to their clients. At the heart of business, is their belief that clients deserve a consistently high standard of personal service. They have a wealth of experience and are fully qualified to provide independent impartial advice. They always look to find the best solutions for our clients needs by researching across all the appropriate markets, and we are well placed to provide advice to meet their needs through the different stages of their life.
• Actively attracting clients to the business using agreed methods of
IFA (Diploma/Certified) Investments, Pensions, Life Products.
Salary: £50,000.00 (OTE £75,000.00)
Hours of work 8.30 – 5.00 Monday – Friday Mainly Office based.
Job Type: Permanent
A highly successful Independent Financial Services Company is looking for an IFA with experience in the investment and pensions market. This opportunity is more than just a job; you will have the distinct chance of becoming a part owner in the company, in the near future.
You will be working with a highly motivated team, providing a top class service within the Financial Services Sector. You will need a good…
Employed Financial Advisor (Pensions Focus) - Innovative Wealth Advisers
Basic salary of £40,000 per annum, OTE £60,000
// About us
We are a well established and highly reputable firm looking to expand the Wealth arm of our business.
// The Independent Financial Advisor (Pensions Focus) Opportunity
We are currently looking for a Pensions Advisor to join their team in Central London.
The role is on a full time, employed based paying a basic salary of £35,000 with a realistic OTE of £55,000 per annum.
The role is mainly telephone based from our Central London office. Working hours are 9am to 6pm and you will be entitled to 24…
�36,000 - �40,000 + Car Allowance
My client, an independent wealth management company are looking to recruit for a Financial Advisor
As an Financial Advisor you help build the company either on an employed or self employed basis. You will be supplied with leads, along with paraplanner and administrative support.
Duties of an Financial Advisor will include:
To promote the interests of the company and devote the whole of your time and attention to the business of the Company during normal working hours.
To perform such duties and exercise such authorities as the Company shall from time to time delegate to you.
Job Title: Independent Financial Advisor (self employed)
OTE of circa £36,000 - £60,000+ pa
* A highly experienced Principal with over 20 years’ experience in financial services who founded two other highly successful Financial Advisory firms and launched this directly authorised, Independent Financial Planning firm in 2012.
* The team currently has 3 IFA’s and 2 administrators and are looking to grow by a further 3 Advisers and an administrator over the next 9 months.
* Advisers will be able to work from their prestigious new office premises.
* You will be providing bespoke financial planning solutions…
Adecco Durham are currently recruiting for Independent Financial Advisors for a client based in Chester le Street.
My client is looking for an experienced independent FA who is sales driven and keen to succeed and grow the current business. In return the successful candidate will be salary supported for 6 months by my client then the position will be commission based. My client also offer full back office support and training
Candidates must be presentable and professional with excellent verbal communication skills.
It is essential that the candidate has a Level 4 / Diploma Qualified, strong technical knowledge to include tax and pensions…
My client is a leading Independent Financial Advisory firm, providing Financial Advice to both High Net Worth Individuals, Corporate and Private clients throughout the UK.
We are currently going through a massive Recruitment drive for Financial Advisers across the UK, with a specific focus on South of London, West of London, Bristol and East Midlands areas. My client is willing to consider employment on a self-employed basis and also on a salaried basis, so this would depend on the candidate and what would suit them best.
We are seeking those who have experience of working within Independent Financial Advisory firms, be it on a self…
My client is looking for an experienced IFA to join their team in Southampton. The successful candidate will provide a first-class independent advisory service to existing and prospective clients.
The role requires management of an existing client base generating circa £200,000 of annual income due to the planned retirement of an existing Advisor. You will also be required to generate new business through referrals, repeat business and through professional connections.
*Provide a Wealth Management service to an existing Pension & Investment client base
*To increase the value of the client base through repeat and referral business…
Senior Advisers within a leading City-based IFA firm are looking for bright, motivated individuals to join their Graduate Training Scheme.
The graduate will receive the training and technical support required to ensure the successful negotiation of the ‘Diploma in Financial Planning’.
This incorporates exams in RO1 – Financial Regulation & Ethics, RO2 – Investment Principles and Risk, RO3 – Personal Taxation, RO4 – Pensions & Retirement Planning, RO5 – Financial Planning and RO6 – Financial Planning Practice. Importantly, all the costs of this process are borne by the scheme.
Intensive, ongoing client-facing and advisory skills…
Our client, a major independent financial services company, is looking to attract a high calibre Financial Administrator to assist a team of Independent Financial Advisor`s, Financial Planners and Directors.
The company is fully RDR compliant and offers `new model` financial advice across investments, pensions, tax planning, mortgages and protection, mainly to private clients. The role will involve preparing financial reports for clients of IFA`s and general administration work.
You will possess an excellent work ethic and be looking for a career opportunity to grow and develop with the business. It is not essential you have prior…
A Chartered Financial Planning firm has an exciting opportunity for a qualified Financial Planner to join a growing independent firm based in Cheshire.
Seeking client-focused Chartered and/or Certified financial planner who has the ability, intellect and confidence to deal with a clientele of high net worth business owners.
The company's advisers take a holistic approach to financial planning and are longstanding users of Prestwood Professional software. With this in mind, knowledge of Prestwood or cashflow modelling would be advantageous.
Skills essential to the role:
* Interpersonal skills to develop and maintain client trust…
Financial Planning Administrator
£16,000 - £21000
An excellent opportunity has arisen for a Financial Planning Administrator to join a well-established reputable IFA practice in their Carlisle office, on a permanent basis.
A fantastic opportunity has arisen for an experienced IFA Support Professional to join a firm of Independent Financial Advisers based in Carlisle.
Key Accountabilities will be as follows:
Providing full technical administration and paraplanning support to IFAs.
Processing investments, pensions and protection on behalf of consultants, obtaining quotations and illustrations…
Morris Jones Consulting Ref:
IFA Administrator – Orpington, Kent.
£18,000 – £22,000. Negotiable, depending on experience.
An excellent opportunity has arisen for an IFA Administrator to join a financial services provider based in their Kent office.
• Provision of support to financial consultants who give advice on pensions, investments and protection, mainly private client but some commercial also.
• Processing new business and submitting applications to providers.
• Obtaining valuations on existing arrangements and illustrations on new business enquiries.
• Sales support, typing…
Financial Planning Administrator - Market Harborough - Up to £24,000
My client is an independent firm of advisors who pride themselves on providing expert high quality financial advice to clients who would be classed as high net worth. An opportunity is available for a professional individual to join the business and report directly in to the office manager and process new business administration.
The successful candidate will support Financial Planners with all aspects of sales support within HNW and UHNW clients. You will be able to communicate professionally with clients both verbal and written and be a strong administrator focussed…
Our client an award-winning team of Independent Financial Advisers who provide a personal, independent and bespoke wealth management service to high net worth clients are looking to recruit a permanent Paraplanner to work as part of a productive, high performing team to provide full support to the Advisers. Your role would be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.
- Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
- Providing high quality technical…
Morris Jones Consulting Ref:
Market leading salary which is negotiable, fantastic benefits & development.
An excellent opportunity for a Paraplanner to join a reputable and high net worth IFA practice in Stratford Upon Avon, on a permanent basis.
A fantastic opportunity has arisen for an experienced Senior Paraplanner to join an oustanding firm of HNW Independent Financial Advisers based in Stratford.
- To work closely with Directors to develop research, report writing, compliance and auditing procedures, systems and tools.
- To continuously audit…